Cape Investment Advisory, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cape Investment Advisory, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$63,791
-45.1%
608
-43.0%
0.04%
-44.6%
Q2 2023$116,164
+32.3%
1,067
+12.8%
0.06%
+22.6%
Q1 2023$87,7989460.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Mendel Capital Management LLC 132,889$10,624,00011.89%
Pariax, LLC 83,514$6,677,0007.38%
Signature Wealth Management Partners, LLC 82,125$6,566,0006.72%
First Citizens Financial Corp 86,847$6,943,0006.12%
Stonebridge Financial Planning Group, LLC 98,231$7,854,0005.33%
Quantitative Advantage, LLC 367,374$29,372,0005.10%
Danda Trouve Investment Management, Inc. 30,886$2,469,0003.80%
Portfolio Strategies, Inc. 195,178$15,651,0003.65%
COTTONWOOD CAPITAL ADVISORS, LLC 48,315$3,863,0003.49%
HC Advisors, LLC 55,204$4,414,0003.14%
View complete list of ISHARES TR shareholders